Able Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Sell
2025
Q2
$491K Sell
2025
Q1
$1.18M Buy
2024
Q4
$1.23M Buy
2024
Q3
$1.17M Sell
2024
Q2
$112K Buy
2024
Q1
$1.08M Buy
2023
Q4
$1.03M Buy